Kapusta Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$199,536,097
Clients
205
Advisors
3
of 4 employees
About
Kapusta Financial Group provides financial planning and investment advisory services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, corporations, trusts, estates and charitable organizations. The firm offers comprehensive financial planning, retirement and estate planning, investment consulting, planning‑by‑module and non‑discretionary portfolio management for roughly $200 million in client assets across about 200 client relationships.
The firm delivers individualized, non‑discretionary advice by developing client profiles and asset‑allocation models that incorporate goals, risk tolerance, tax considerations and liquidity needs, typically using Modern Portfolio Theory and a mix of mutual funds, ETFs, fixed income and individual securities. Research sources named in the brochure include Morningstar and Standard & Poor’s, reviews of managed accounts occur at least quarterly, and the firm routinely recommends a major custodian for execution and custody services.
Distinctive features in the brochure include the firm’s management of nearly all assets on a non‑discretionary basis and its use of standing letters of authorization for third‑party transfers—arrangements that are less common among supported peers. The brochure also discloses operational use of AI for client‑service tasks and indicates the firm uses third‑party ratings, endorsements and client testimonials in its advertising, which are statistically uncommon practices for firms in this category.
Client services
Expertise
Fee options
Fixed project fees not to exceed $5,000 for financial planning and related services
$0 - $250,000: 1.15% $250,001 - $1,000,000: 0.90% $1,000,001 - $2,500,000: 0.65% $2,500,001+: 0.55%
Up to $250 per hour for advisory services other than investment management
Account minimum: $100,000 (may be waived at discretion or met through householding) Fee-only: Hourly fees up to $250 per hour; Fixed project fees up to $5,000
Main office
110 Fort Couch Road, Suite 108
Pittsburgh PA 15241
Advisors at this office
3
Most active in
Florida · Pennsylvania · Texas
Also doing business as
Kapusta Financial Group · Kapusta Financial Group, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Ryan S
CFP®, Series 63, Series 66
Pittsburgh, PA
Kapusta Financial Group
Ryan Suess is a CFP® professional with 12 years of industry experience, currently serving at Kapusta Financial Group in Pittsburgh, PA. His career includes roles at Scottrade Inc and Alight Financial Solutions, LLC prior to joining Kapusta Financial Group. Kapusta Financial Group provides financial planning and investment advisory services to individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations. The firm offers individualized, non-discretionary advice and employs Modern Portfolio Theory in crafting asset-allocation models, managing approximately $200 million across about 200 client relationships.
Jillian G
CFP®, Series 63, Series 65
Pittsburgh, PA
Kapusta Financial Group
Jillian Gisoni is a CFP® with five years of industry experience, currently serving as a financial advisor at Kapusta Financial Group. She has previously worked at Santori & Peters, Fortune Financial Services, and Northwestern Mutual Investment Services LLC, among others. Kapusta Financial Group provides financial planning and investment advisory services to individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm manages approximately $200 million in client assets using a non-discretionary approach that incorporates Modern Portfolio Theory and a range of investment vehicles, supported by quarterly reviews and research from sources such as Morningstar and Standard & Poor’s.
Catherine K
Series 65
Pittsburgh, PA
Kapusta Financial Group
Catherine Kapusta is a financial advisor at Kapusta Financial Group in Pittsburgh, PA, holding a Series 65 designation with eight years of industry experience. She has been with Kapusta Financial Group since 2014. Kapusta Financial Group provides financial planning and investment advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm manages approximately $200 million in client assets, offering comprehensive planning and non-discretionary portfolio management based on client-specific profiles and asset-allocation models.
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